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Technology Stocks : Jabil Circuit (JBL) -- Ignore unavailable to you. Want to Upgrade?

To: kolo55 who wrote (5021)	3/18/1999 8:33:00 AM
From: Finder	Read Replies (1) \| Respond to of 6317

Sanasone just on Squawk Box. Sounded great.

To: kolo55 who wrote (5021)	3/18/1999 2:14:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 6317

paul, just a couple comments on your comments. the past isn't the way to gauge a company. however, companies know this and have manipulated this fact into higher stock valuations. xlnx is a classic example. NO GROWTH for 2 years. every q they said that growth next q would be great and FAILED to deliver. at least 8 times they did this. every time the argument you raised about not looking back was used to justify the price. in hindsight, the price was ridiculous. this could happen here, however, it might not. i just point out that this view isn't bullet proof. i think you differ from mike in one key area. he thinks electronics are overproduced and supply will be cutback. you don't. that is the crux of the issue. you have stated 2 clear metrics. 15% sequential eps growth over the next 2 qs. let's see if that happens. if it does then you are right. if it doesn't... time to reevaluate, imho... good luck.